Enter the Client Center

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

  • Business & Tax Advisory
  • Small businesses
  • Owners-managed
  • Non-residents
  • Immigrants
  • Tax planning
  • Accounting Services
  • Consulting Services
  • Other Services
  • Audits, Reviews and Compilations
  • Financing
  • Business purchasing
  • Financial reporting
  • Financial Forecasts & Projections

    Business & Tax Advisory

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    Small businesses

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    Owners-managed

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    Non-residents

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    Immigrants

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    Tax planning
    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Compilation of financial statements

    *Audits and reviews

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation

    *Business valuations

    *Buying/selling a business

    *Business process improvement

    *Computer systems

    *Financial & retirement planning

    *Estate planning

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    Other Services
    Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

    *Mergers & acquisitions

    *Corporate recovery

    *Asset protection

    *Debt Management

    *Business start-up or expansion

    *Bankruptcies

    *Litigation support

    *Cash flow forecasting

    *Employee benefit plans

    *Expert witness services

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    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    *Audit - an intensive examination with the highest level of assurance

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Financing

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    Business purchasing

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    Financial reporting

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    Financial Forecasts & Projections
    Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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